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Cerro Pacific Wealth Advisors LLC: COWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerro Pacific Wealth Advisors LLC on COWZ, newest first. How the timeline and the estimate are built.

Cerro Pacific Wealth Advisors LLC held 94,612 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,612 shares
    Change vs previous 13F +5,020 shares

    1.33% of the 13F portfolio, value $5,884,893.

    13F-HR 0002085853-26-000740 filed by Cerro Pacific Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 89,592 shares
    Change vs previous 13F +3,989 shares

    1.47% of the 13F portfolio, value $5,604,864.

    13F-HR 0002085853-26-000358 filed by Cerro Pacific Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 85,603 shares
    Change vs previous 13F +2,484 shares

    1.39% of the 13F portfolio, value $5,150,714.

    13F-HR 0002085853-26-000164 filed by Cerro Pacific Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 83,119 shares
    Change vs previous 13F +8,918 shares

    1.31% of the 13F portfolio, value $4,776,872.

    13F-HR 0002085853-25-000178 filed by Cerro Pacific Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 74,201 shares
    Change vs previous 13F +11,046 shares

    1.14% of the 13F portfolio, value $4,088,480.

    13F-HR 0001667731-25-000960 filed by Cerro Pacific Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 63,155 shares
    Change vs previous 13F -1,395 shares

    1.16% of the 13F portfolio, value $3,566,980.

    13F-HR 0001667731-25-000386 filed by Cerro Pacific Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 64,550 shares
    Change vs previous 13F +7,965 shares

    1.24% of the 13F portfolio, value $3,732,928.

    13F-HR 0001667731-25-000046 filed by Cerro Pacific Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 56,585 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $3,083,329.

    13F-HR 0001842669-24-000003 filed by Cerro Pacific Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).